Anic Equity¶
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Total return since start: 0.566 %¶
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Equity now: -----------------------------> 47842.86 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46447.98 Kr¶
PnL: ---------------------------------------> -440.59 Kr¶
DD now: ---------------------------------> -1.618 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-16 12:39:13.372636'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| HEBA B | 70 | 1.880000 | 2845.500000 | 209.500000 | 7.950000 | 2636.000010 |
| Beijer Electronics Group | 26 | -0.660000 | 3114.800000 | 143.800000 | 4.840000 | 2971.000006 |
| Corem Property Group B | 59 | 3.210000 | 663.750000 | 86.750000 | 15.030000 | 576.999999 |
| Samhällsbyggnadsbo. i Norden B | 20 | 3.910000 | 441.600000 | 86.600000 | 24.390000 | 355.000000 |
| HMS Networks | 2 | 1.290000 | 721.200000 | 48.200000 | 7.160000 | 673.000000 |
| Samhällsbyggnadsbo. i Norden D | 12 | 4.630000 | 271.200000 | 25.200000 | 10.240000 | 246.000000 |
| FM Mattsson Mora Group B | 50 | 0.000000 | 2950.000000 | 23.000000 | 0.790000 | 2927.000000 |
| Nordea Bank Abp | 29 | 0.710000 | 3473.620000 | 19.620000 | 0.570000 | 3453.999992 |
| OEM International B | 7 | 1.830000 | 546.700000 | 18.700000 | 3.540000 | 527.999997 |
| Coor Service Management Hold. | 8 | 0.660000 | 549.600000 | 17.600000 | 3.310000 | 532.000000 |
| Intrum | 4 | 1.770000 | 541.800000 | 14.800000 | 2.810000 | 527.000000 |
| Midsona B | 63 | 0.530000 | 595.350000 | 12.350000 | 2.120000 | 582.999984 |
| Boozt | 12 | -0.360000 | 1664.400000 | 10.400000 | 0.630000 | 1653.999996 |
| MedCap | 2 | 1.650000 | 431.000000 | 10.000000 | 2.380000 | 421.000000 |
| Eastnine | 4 | -0.950000 | 500.800000 | 9.800000 | 2.000000 | 491.000000 |
| Norva24 Group | 16 | -0.290000 | 551.680000 | 8.680000 | 1.600000 | 543.000000 |
| AcadeMedia | 12 | 0.680000 | 565.200000 | 8.200000 | 1.470000 | 557.000004 |
| Resurs Holding | 22 | -0.830000 | 580.140000 | 6.140000 | 1.070000 | 573.999998 |
| Karnov Group | 9 | -1.790000 | 541.800000 | 5.800000 | 1.080000 | 536.000004 |
| Essity A | 4 | -0.350000 | 1154.000000 | 5.000000 | 0.440000 | 1149.000000 |
| Essity B | 2 | 0.350000 | 578.400000 | 4.400000 | 0.770000 | 574.000000 |
| Securitas B | 6 | 1.340000 | 571.200000 | 1.200000 | 0.210000 | 570.000000 |
| Handelsbanken A | 5 | 0.090000 | 546.250000 | 0.250000 | 0.050000 | 546.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | -0.190000 | 560.700000 | -1.300000 | -0.230000 | 562.000005 |
| Creaspac SPAC | 6 | -0.730000 | 574.800000 | -2.200000 | -0.380000 | 577.000002 |
| Swedbank A | 3 | -0.290000 | 559.350000 | -4.650000 | -0.820000 | 564.000000 |
| CTEK | 13 | 0.780000 | 521.950000 | -12.050000 | -2.260000 | 533.999999 |
| SAAB B | 8 | 1.880000 | 3344.000000 | -33.000000 | -0.980000 | 3377.000000 |
| International Petroleum Corp. | 5 | 2.400000 | 533.000000 | -61.570000 | -10.360000 | 594.565215 |
| Sampo Oyj SDB | 7 | 0.280000 | 3773.000000 | -77.000000 | -2.000000 | 3850.000000 |
| Vivesto | 1368 | 0.260000 | 534.890000 | -78.110000 | -12.740000 | 612.999432 |
| OX2 | 18 | -1.640000 | 1509.300000 | -154.700000 | -9.300000 | 1663.999992 |
| Axfood | 13 | 0.290000 | 3565.900000 | -190.100000 | -5.060000 | 3756.000001 |
| Ovzon | 52 | 3.820000 | 3109.600000 | -252.400000 | -7.510000 | 3361.999992 |
| Fasadgruppen Group | 35 | -0.100000 | 3461.500000 | -349.500000 | -9.170000 | 3810.999990 |
| TOTAL | 46447.980000 | -440.590000 | -1.61841% | 46888.564618 |
Updated:¶
'2023-01-16 12:39:25.996808'
None
Last optimization/rebalancing:¶
'2023-01-14'
Next optimization/rebalancing:¶
'2023-02-23'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
